Brady
Gockel

Morgan Stanley

CRD#7519372
Investment Advisor
in Alpharetta, GA

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About this Advisor

Brady Gockel is a financial advisor based in Alpharetta, Georgia, working with Morgan Stanley. Brady has previously held positions at Morgan Stanley, Copiers Northwest, Northwestern Mutual, San Juan Seltzer, Green Knight Landscaping, Cafe Veloce, Seattle Storm, Lake Washington High School, and the University of Washington. Brady has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Brady is part of Morgan Stanley, which operates out of Alpharetta, Georgia. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

6655 Town Square
Alpharetta, GA 30005

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

GA Average: $7,464,549,021
Total Number of Employees

29,300

GA Average: 88
Total Number of Accounts

2,405,783

GA Average: 3,892
Average Account Size

$582,939

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brady Gockel Work History

2023 - Present (1 year)

Morgan Stanley

2023 - 2023 (< 1 year)

Copiers Northwest

2022 - 2023 (1 year)

Northwestern Mutual

2021 - 2021 (< 1 year)

San Juan Seltzer

2020 - 2020 (< 1 year)

Green Knight Landscaping

2019 - 2023 (4 years)

University Of Washington

2017 - 2019 (2 years)

Cafe Veloce

2017 - 2019 (2 years)

Seattle Storm

2016 - 2019 (3 years)

Lake Washington High School

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Disclosures

Please visit the SEC profile of Brady Gockel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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